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Nuveen New York Municipal Value Fund

39 hedge funds and large institutions have $20.3M invested in Nuveen New York Municipal Value Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

1% more capital invested

Capital invested by funds: $20.1M → $20.3M (+$163K)

0.81% more ownership

Funds ownership: 11.79%12.6% (+0.81%)

5% less funds holding

Funds holding: 4139 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$96K +$63.7K +7,316 +185%
MAG
27
MRA Advisory Group
New Jersey
$93K +$731 +84 +0.8%
KIM
28
Karpus Investment Management
New York
$93K +$95.4K +10,956 New
OWA
29
Opal Wealth Advisors
New York
$86K
VF
30
Virtu Financial
New York
$85K +$87K +10,000 New
GWSG
31
GPS Wealth Strategies Group
Colorado
$69K
LF
32
Lee Financial
Texas
$33K
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$14K
APA
34
American Portfolios Advisors
New York
$12.8K
WAM
35
Wolverine Asset Management
Illinois
$9K +$9.63K +1,107 New
UB
36
UMB Bank
Missouri
$7K
SWM
37
Spire Wealth Management
Virginia
$4K
First Manhattan
38
First Manhattan
New York
$1K
FIA
39
FNY Investment Advisers
New York
$1K
RCM
40
Rivernorth Capital Management
Florida
-$342K -37,934 Closed
APWM
41
Atlas Private Wealth Management
New York
-$151K -16,739 Closed
OC
42
Oppenheimer & Co
New York
-$145K -16,000 Closed
Truist Financial
43
Truist Financial
North Carolina
-$116K -12,809 Closed
CAN
44
Cetera Advisor Networks
California
-$109K -12,103 Closed
MML Investors Services
45
MML Investors Services
Massachusetts
-$106K -11,708 Closed
SJIA
46
St. James Investment Advisors
New York
-$79K -8,715 Closed
Cohen & Steers
47
Cohen & Steers
New York
-$45K -4,956 Closed

NNY Hedge Fund Activity: Q2 2022 in Review

39 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q2 2022, worth a combined $20.3M — up 0.81% from $20.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NNY and 7 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 12 added.

The largest buyer was 1607 Capital Partners, adding an estimated $1.32M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $342K sold.

  • 39 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q2 2022, down from 41 in Q1 2022.
  • Funds reported $20.3M of Nuveen New York Municipal Value Fund stock for Q2 2022, up 0.81% quarter-over-quarter.
  • 7 funds opened new Nuveen New York Municipal Value Fund positions in Q2 2022 and 8 closed out, a net change of -1 holder.
  • The largest Nuveen New York Municipal Value Fund buyer in Q2 2022 was 1607 Capital Partners, an estimated $1.32M added.
  • The largest Nuveen New York Municipal Value Fund seller in Q2 2022 was Rivernorth Capital Management, an estimated $342K sold.

Based on aggregated 13F filings for Q2 2022.